"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Billionaire Investor Ole Andreas Halvorsen worked for Julian Robertson’s Tiger Management in the 1990s as the director of equities. Several research analysts from Tiger Management, including Halvorsen, went on to launch successful funds. Halvorsen’s fund, Viking Global Investors, sold some big names in …
Key Points The Supreme Court struck down some of President Trump’s tariffs last week. Other tariffs remain. Even more, new tariffs are on the way — but the auto industry may be able to maneuver around them. 10 stocks we like better than General Motors …
Despite posting blowout quarterly results as usual, Nvidia NVDA stock is now down over 6% since its Q4 report on Wednesday. This comes as the chip giant’s Q4 sales of $68.12 billion and EPS of $1.62 stretched 73% and 82% year over year, respectively, and represented …
Key Points This company’s increasing focus on data centers is paying off in a big way. The astonishing increase in its backlog isn’t fully reflective of the hyperscalers’ spending commitments just yet, and it could increase even more in the future. 10 stocks we like …
Shares of Hamilton Beach Brands Holding Company HBB have outperformed the broader market, following the release of its fourth-quarter 2025 results. The stock has climbed 6.7% since reporting earnings compared with a 0.8% return for the S&P 500. Over the past month, Hamilton Beach shares …
Key Points Big tech companies are set to spend over $700 billion this year on AI data centers. This tech company can continue producing solid financial results without big capital expenditures. Its massive free cash flow allows it to buy back shares and boost its …
Key Points Spending on artificial intelligence (AI) infrastructure is showing no signs of slowing, as evidenced by the recent quarterly results of major U.S. hyperscalers. As it turns out, the four biggest hyperscalers in the U.S. — Amazon, Meta Platforms, Alphabet, and Microsoft — are …
Key Points Investors have piled into growth stocks, particularly those involved in artificial intelligence (AI), over the past three years, and that’s driven the S&P 500 higher — in fact, the index increased 78% over that time period. These days, investors are still excited about …
Key Points After-hours gains from Nvidia reversed in trading on Thursday. Chip stock investors rotated into software stocks. Nvidia still looks well-positioned for long-term growth. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) delivered another dazzling earnings report, but something surprising happened …
For years, I’ve called NVIDIA’s report the grand finale of earnings season… In the 1970s, every Sunday morning on CBS’s The NFL Today, a man named “Jimmy the Greek” would sit beside Brent Musburger and calmly predict the final scores of that afternoon’s games. He …